Principal Financial Group · 18 hours ago
Client Relationship Consultant - Group Benefits (Michigan)
Grand Rapids, MI
Full-time
Onsite
Mid, Senior Level
$56K/yr - $105K/yr
4+ years expPrincipal Financial Group is seeking a Client Relationship Consultant in Group Benefits to make a significant impact in the Detroit area. The role involves partnering with the Sales team and Broker partners to develop customized strategies and deliver outstanding service while managing an assigned block of group business.
Financial ServicesInsurance
No H1B
U.S. Citizen Only
Responsibilities
Delivering upon a strategic relationship plan that includes quarterly/annual goals
Providing expert renewal analysis & delivery
Delivering outstanding service and selling new lines of business
Qualification
Required
Bachelors degree or equivalent plus 4+ years related experience (group benefits and/or account management experience preferred)
Must be able to acquire and maintain all required state licenses within 90 days. Active life/health license preferred
Must have excellent persuasion, interpersonal, problem-solving, decision-making, time management, presentation, listening, and oral/written communication skills, as well as analytical skills
Advanced math skills required with basic skills related to graphs, symbols, equations, etc
Maintain accuracy while being detail oriented
Ability to maintain confidentiality is essential
Travel required (approx. 25%), including overnight stays and time out in the market in face-to-face contact with customers and brokers
Preferred
group benefits and/or account management experience preferred
Active life/health license preferred
Intermediate computer skills and knowledge of business unit applications preferred
Benefits
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Pension Eligible
Company
Principal Financial Group
Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Dan Houston
President and CEO
Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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